Contents of the Ajera Form

Use the Ajera form of Integrations to configure Vantagepoint to connect to your Ajera instance and synchronize data.

Depending on your version of Ajera, the synchronization is one-way or two-way. In Ajera versions earlier than 8.09, the synchronization process is one-way. Contact, firm, and project information is imported from the corresponding Vantagepoint hubs into Ajera.

In Ajera version 8.09 and later, the synchronization is bidirectional. When the synchronization process runs, any new or changed information in Ajera is updated in Vantagepoint and vice versa.

Before you begin, you must turn on integration to Vantagepoint in Ajera. Open Ajera and select the CRM tab in Company > Preferences > Integration to set up synchronization to occur automatically at regularly scheduled times. You can also run the synchronization process manually at any time using the Synchronize with CRM menu option.

Ajera Synchronization

Field	Description
Enable Ajera Synchronization	Select this check box to enable `Vantagepoint` CRM and CRM Plus to synchronize firm, project, and contact information with the Ajera application. When you select this option, the following updates occur: In the Firms hub: On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a client's `Vantagepoint` information with Ajera. On the Contacts tab, an Ajera Sync check box displays. You can select any or all contact records to synchronize with Ajera. In the Projects hub: On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a project's `Vantagepoint` information with Ajera. An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the work breakdown structure (WBS) used on the project. On the Team tab, an Ajera Sync check box displays. You can select a maximum of twenty contact records to synchronize with Ajera. If you are using Ajera version 8.09 or later, accounting information on the following tabs in the `Vantagepoint` Projects hub is synchronized: Ajera Totals Accounting Dates & Costs Team (only the employee Name, Role, and Hours fields, which is based on timesheet entry. Date displays date of first time entry.) In the Employees hub: If you are using Ajera version 8.09 or later, employee records are synchronized.

Field

Description

Enable Ajera Synchronization

Select this check box to enable Vantagepoint CRM and CRM Plus to synchronize firm, project, and contact information with the Ajera application.

When you select this option, the following updates occur:

In the Firms hub:
- On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a client's Vantagepoint information with Ajera.
- On the Contacts tab, an Ajera Sync check box displays. You can select any or all contact records to synchronize with Ajera.
In the Projects hub:
- On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a project's Vantagepoint information with Ajera.
- An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the work breakdown structure (WBS) used on the project.
- On the Team tab, an Ajera Sync check box displays. You can select a maximum of twenty contact records to synchronize with Ajera.
- If you are using Ajera version 8.09 or later, accounting information on the following tabs in the Vantagepoint Projects hub is synchronized:
  - Ajera Totals
  - Accounting
  - Dates & Costs
  - Team (only the employee Name, Role, and Hours fields, which is based on timesheet entry. Date displays date of first time entry.)
In the Employees hub:
- If you are using Ajera version 8.09 or later, employee records are synchronized.

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Contents of the Ajera Form

Ajera Synchronization